DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Values Added Financial

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Rachel Caroline LewisDame Caroline unclassifiedValues Added Financial independent RIAOtherJul 7, 2026Jun 18, 2026
Rosana RalyaFocus Partners Wealth, LLC independent RIAValues Added Financial independent RIARIA to RIAJul 2, 2026Jul 8, 2026
Ehijie Mofeolu SadoEllevest independent RIAValues Added Financial independent RIARIA to RIANov 24, 2025Feb 5, 2026 (73 d)
Theadora Mcknight Westlake-StearnsNorthwest Asset Management independent RIAValues Added Financial independent RIARIA to RIAAug 13, 2025Aug 26, 2025
Linda Aurora RapisardoCanela Wealth LLC state registeredValues Added Financial independent RIAOtherFeb 13, 2025Feb 28, 2025
David Phillip TenerelliStrategic Financial Planning, Inc. independent RIAValues Added Financial independent RIARIA to RIADec 31, 2024Jan 13, 2025
Acie ClayborneRebel Financial, LLC independent RIAValues Added Financial independent RIARIA to RIAJun 26, 2023Dec 4, 2025 (892 d)
Joel Jerome AndersonAmeriprise Financial Services, LLC national BDValues Added Financial independent RIAAffiliated broker-dealer or bank to independent RIADec 20, 2021Mar 2, 2022 (72 d)
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8 moves match.